{"id":550055,"date":"2024-08-28T01:20:39","date_gmt":"2024-08-28T08:20:39","guid":{"rendered":"https:\/\/nai500.com\/?p=550055"},"modified":"2024-08-28T01:20:39","modified_gmt":"2024-08-28T08:20:39","slug":"%e5%8d%8e%e5%b0%94%e8%a1%97%e5%88%86%e6%9e%90%e5%b8%88%e8%bf%99%e4%ba%9b%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e9%a3%99%e5%8d%87%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%b6%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/08\/%e5%8d%8e%e5%b0%94%e8%a1%97%e5%88%86%e6%9e%90%e5%b8%88%e8%bf%99%e4%ba%9b%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e9%a3%99%e5%8d%87%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%b6%a8\/","title":{"rendered":"\u534e\u5c14\u8857\u5206\u6790\u5e08\uff1a\u8fd9\u4e9b\u4eba\u5de5\u667a\u80fd\u80a1\u7968\u98d9\u5347\u6709\u671b\u4e0a\u6da8\u8d85\u8fc768%"},"content":{"rendered":"

\u8fc7\u53bb\u51e0\u5e74\uff0c\u6295\u8d44\u4eba\u5de5\u667a\u80fd\u80a1\u7968\u52bf\u5934\u5f3a\u52b2\u3002\u968f\u7740\u5404\u884c\u5404\u4e1a\u7684\u4f01\u4e1a\u8d8a\u6765\u8d8a\u591a\u5730\u91c7\u7528\u4eba\u5de5\u667a\u80fd\u6280\u672f\u6765\u63d0\u9ad8\u751f\u4ea7\u529b\u3001\u6210\u672c\u6548\u7387\u548c\u660e\u667a\u7684\u51b3\u7b56\uff0c\u4eba\u5de5\u667a\u80fd\u5c06\u7ee7\u7eed\u6210\u4e3a\u672a\u6765\u51e0\u5e74\u7684\u4e3b\u8981\u6295\u8d44\u4e3b\u9898\u3002<\/p>\n

\u7136\u800c\uff0c\u5e76\u975e\u6240\u6709\u6295\u8d44\u6216\u90e8\u7f72\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u4f01\u4e1a\u90fd\u62e5\u6709\u76f8\u540c\u7684\u524d\u666f\u3002\u5904\u4e8e\u5148\u8fdb\u6570\u636e\u5b58\u50a8\u3001\u6570\u636e\u5206\u6790\u3001\u90e8\u7f72\u57fa\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u5e73\u53f0\u3001\u7f51\u7edc\u5b89\u5168\u548c\u673a\u5668\u5b66\u4e60\u6280\u672f\u524d\u6cbf\u7684\u516c\u53f8\u66f4\u9002\u5408\u5728\u672a\u6765\u5927\u5e45\u589e\u957f\u3002\u6beb\u4e0d\u5947\u602a\uff0c\u8fd9\u4e9b\u516c\u53f8\u7684\u80a1\u7968\u53ef\u4ee5\u4e3a\u957f\u671f\u6295\u8d44\u8005\u5e26\u6765\u4e30\u539a\u7684\u56de\u62a5\u3002<\/p>\n

\u534e\u5c14\u8857\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u6709\u4e24\u53ea\u80a1\u7968\u7b26\u5408\u8fd9\u4e00\u6807\u51c6\uff0c\u5b83\u4eec\u5206\u522b\u662fCrowdStrike (CRWD)<\/a>\u548c\u82f1\u4f1f\u8fbe(NVDA)<\/a>\u3002<\/p>\n

CrowdStrike<\/h2>\n

\u7f51\u7edc\u5b89\u5168\u4e13\u5bb6CrowdStrike\u66fe\u662f\u80a1\u5e02\u5ba0\u513f\uff0c\u4f46\u57282024\u5e747\u670818\u65e5\uff0c\u4e00\u6b21\u9519\u8bef\u7684\u8f6f\u4ef6\u66f4\u65b0\u5f15\u53d1\u4e86\u5168\u7403\u5927\u89c4\u6a21IT\u4e2d\u65ad\u540e\uff0c\u8be5\u516c\u53f8\u4f3c\u4e4e\u5df2\u5931\u5ba0\u3002\u5c3d\u7ba1CrowdStrike\u5728\u4e00\u591c\u4e4b\u95f4\u7ea0\u6b63\u4e86\u9519\u8bef\uff0c\u4f46\u5168\u7403\u591a\u4e2a\u5173\u952e\u4efb\u52a1\u7cfb\u7edf\u7684\u6545\u969c\u4f3c\u4e4e\u5f71\u54cd\u4e86\u6574\u4f53\u6295\u8d44\u8005\u60c5\u7eea\u3002<\/p>\n

\u4f46Oppenheimer\u5206\u6790\u5e08Ittai Kidron\u4ecd\u7ef4\u6301\u8be5\u80a1\u7684\u201c\u4e70\u5165\u201d\u8bc4\u7ea7\uff0c\u5e76\u8bbe\u5b9a\u4e86450\u7f8e\u5143\u7684\u76ee\u6807\u4ef7\u2014\u2014\u8fd9\u610f\u5473\u7740\u4ece\u5468\u4e00\u6536\u76d8\u4ef7\u6765\u770b\uff0c\u8be5\u80a1\u670969%\u7684\u4e0a\u6da8\u6f5c\u529b\u3002\u8bb8\u591a\u5206\u6790\u5e08\u7ee7\u7eed\u770b\u597d\u8be5\u516c\u53f8\uff0c\u5e73\u5747\u76ee\u6807\u80a1\u4ef7\u4e3a337\u7f8e\u5143\uff0c\u610f\u5473\u7740\u4e0a\u6da8\u7a7a\u95f4\u4e3a27%\u3002<\/p>\n

Wedbush Securities\u4f30\u8ba1\uff0c\u8be5\u516c\u53f8\u4e0d\u52305%\u7684\u5ba2\u6237\u53ef\u80fd\u4f1a\u66f4\u6362\u9876\u7ea7\u7ade\u4e89\u5bf9\u624b\u4ea7\u54c1\u2014\u2014\u8fd9\u5c06\u5bf92025\u8d22\u5e74\u7684\u6536\u5165\u9020\u6210\u7ea61.5\u4ebf\u7f8e\u5143\u7684\u5f71\u54cd\u3002\u867d\u7136\u58f0\u8a89\u53d7\u635f\u53ef\u80fd\u4f1a\u5728\u77ed\u671f\u81f3\u4e2d\u671f\u5185\u5bf9\u4e1a\u52a1\u6d3b\u52a8\u4ea7\u751f\u8d1f\u9762\u5f71\u54cd\uff0c\u4f46\u957f\u671f\u5f71\u54cd\u53ef\u80fd\u5fae\u4e4e\u5176\u5fae\u3002\u8fd9\u4e3b\u8981\u5f52\u56e0\u4e8e\u8be5\u516c\u53f8\u5728\u4e8b\u4ef6\u53d1\u751f\u524d\u8d85\u8fc798%\u7684\u5f3a\u52b2\u603b\u7559\u5b58\u7387\uff08\u8861\u91cf\u5ba2\u6237\u7c98\u6027\u7684\u6307\u6807\uff09\u3002<\/p>\n

CrowdStrike\u7684\u591a\u6a21\u5757\u4eba\u5de5\u667a\u80fd\u9a71\u52a8Falcon\u5e73\u53f0\u662f\u6ee1\u8db3\u5ba2\u6237\u7f51\u7edc\u5b89\u5168\u9700\u6c42\u7684\u4e00\u7ad9\u5f0f\u670d\u52a1\uff0c\u4f8b\u5982\u7aef\u70b9\u5b89\u5168\u3001\u8eab\u4efd\u4fdd\u62a4\u3001\u4e91\u5b89\u5168\u3001\u53ef\u89c2\u5bdf\u6027\u3001\u5a01\u80c1\u60c5\u62a5\u548c\u6570\u636e\u5b89\u5168\u3002Falcon\u5e73\u53f0\u53ef\u6269\u5c55\u4e14\u6613\u4e8e\u90e8\u7f72\uff0c\u8fd9\u4e9b\u7279\u70b9\u4f7f\u5176\u6df1\u6df1\u690d\u6839\u4e8e\u5ba2\u6237\u7684\u65e5\u5e38\u4e1a\u52a1\u8fd0\u8425\u4e2d\u3002<\/p>\n

\u8003\u8651\u5230\u8be5\u516c\u53f8\u5f3a\u52b2\u7684\u57fa\u672c\u9762\u548c\u5408\u7406\u7684\u4f30\u503c\uff0c\u8fd9\u4f3c\u4e4e\u662f\u7cbe\u660e\u3001\u98ce\u9669\u627f\u53d7\u80fd\u529b\u5f3a\u7684\u6295\u8d44\u8005\u7684\u826f\u597d\u5207\u5165\u673a\u4f1a\u3002<\/p>\n

\u82f1\u4f1f\u8fbe<\/h2>\n

\u622a\u81f3\u76ee\u524d\uff0c\u534a\u5bfc\u4f53\u5de8\u5934\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u57282024\u5e74\u5df2\u4e0a\u6da8\u8fd1155%\uff0c\u9884\u8ba1\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u5c06\u8fdb\u4e00\u6b65\u4e0a\u6da8\u3002<\/p>\n

\u5bf9\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u6700\u4e50\u89c2\u7684\u9884\u6d4b\u4e4b\u4e00\u6765\u81eaI\/O Fund\u9996\u5e2d\u6267\u884c\u5b98\u517c\u9996\u5e2d\u6280\u672f\u5206\u6790\u5e08Beth Kindig\uff0c\u5979\u9884\u6d4b\u8be5\u516c\u53f8\u7684\u5e02\u503c\u5c06\u57282030\u5e74\u751a\u81f3\u66f4\u65e9\u8fbe\u523010\u4e07\u4ebf\u7f8e\u5143\uff0c\u8fd9\u610f\u5473\u7740\u4e0a\u6da8\u6f5c\u529b\u63a5\u8fd1218%\u3002<\/p>\n

\u57282025\u8d22\u5e74\u7b2c\u4e00\u8d22\u5b63\uff0c\u82f1\u4f1f\u8fbe\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u540c\u6bd4\u98d9\u5347427%\u81f3226\u4ebf\u7f8e\u5143\u3002\u9884\u8ba1\u52302025\u5e74\uff0c\u8be5\u516c\u53f8\u4e0b\u4e00\u4ee3H200\u548cBlackwell\u67b6\u6784\u82af\u7247\u5c06\u4f9b\u4e0d\u5e94\u6c42\u3002\u8fd9\u610f\u5473\u7740\u82f1\u4f1f\u8fbe\u5c06\u5728\u672a\u6765\u51e0\u4e2a\u6708\u4eab\u6709\u5b9a\u4ef7\u6743\u3002<\/p>\n

\u6b64\u5916\uff0c\u82f1\u4f1f\u8fbe\u8fd8\u51c6\u5907\u6269\u5927\u76ee\u6807\u5e02\u573a\u3002\u8be5\u516c\u53f8\u8fd8\u9884\u8ba1\u81ea\u52a8\u9a7e\u9a76\u8ba1\u5212\u5c06\u5728\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u8fdb\u4e00\u6b65\u63a8\u52a8\u5bf9\u4eba\u5de5\u667a\u80fd\u82af\u7247\u548c\u7cfb\u7edf\u7684\u9700\u6c42\u3002<\/p>\n

\u5c3d\u7ba1\u4f30\u503c\u6602\u8d35\uff0c\u4f46\u82f1\u4f1f\u8fbe\u5728\u4eba\u5de5\u667a\u80fd\u6280\u672f\u65b9\u9762\u7684\u9886\u5148\u5730\u4f4d\u3001\u5f3a\u52b2\u7684\u8d22\u52a1\u72b6\u51b5\u548c\u4e0d\u65ad\u6269\u5927\u7684\u5e02\u573a\u673a\u4f1a\u4f7f\u8be5\u80a1\u6210\u4e3a\u9887\u5177\u5438\u5f15\u529b\u7684\u9009\u62e9\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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